Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5K Sell
2025
Q1
$167K Sell
2024
Q4
$502K Buy
2024
Q3
$453K Sell
2024
Q2
$536K Buy
2024
Q1
$433K Buy
2023
Q4
$509K Buy
2023
Q3
$271K Buy
2023
Q2
$252K Buy
2023
Q1
$140K Buy
2022
Q4
Sell
2022
Q3
$28K Sell
2022
Q2
$130K Buy